Note: When multiple orders are paid at once, be aware that the receipt record in Salesforce will not generate a lookup to the original sales orders. Instead, the receipt lines for the receipt have lookups to the original sales order lines.
To apply payment to multiple existing orders, navigate to the Order Summary Builder. Click the Order Summary Builder action from your Contact or Account record to open it.
From your Open Orders table, check to select the orders you want to pay.
Select Pay. The Apply Payment page will open with your selected orders displayed in the table under Order Information.
Pay your orders as desired, clicking Apply Payment to complete payment.
The system will inform the staff user of any underpayment amount. If it's within the threshold limits defined on the Business Group, a Write-off will be created. If outside the threshold limits, the underpayment amount will be reflected in the Balance Due of the most recent order.